LED market warming leading enterprises to step up production

Judging from the current expansion plans of LED manufacturers, overseas manufacturers have insufficient power to expand production, and the main force for expansion is mainland Chinese manufacturers. Sanan Optoelectronics said that from a global point of view, Taiwanese manufacturers are reducing, Samsung, Philips and other factories have abandoned production through the OEM of Sanan Optoelectronics; although Huacan Optoelectronics has increased production plans, but with Sanan Optoelectronics products Distribution, model classification is different. In the future, the LED market will continue to increase in demand. From the end of 2016, some chips and packaging manufacturers are facing shortage of production capacity and product price increases. The LED production capacity has undergone structural optimization. In the case of low-end production capacity elimination, the supply and demand gap still exists. Securities institutions pointed out that the global LED application market grew at an average annual rate of more than 10%, and the small pitch and car lighting penetration rate accelerated, further driving the demand for LED epitaxial wafers and chips. In the first half of this year, the LED industry boom continued to rise. From the semi-annual results forecast of more than 30 LED listed companies that have been released so far, nearly 80% of enterprises achieved net profit growth year-on-year, among which Feile Audio realized a net profit of 55,627,700 yuan, a year-on-year increase of 400%. In addition, from the LED first-year performance forecast for the first half of 2017, LED market demand is indeed heating up, mainly reflected in the growth of LED upstream chips, lighting engineering, terminal market and other fields, which has driven the sales revenue of these LED companies to increase. In the first half of the year, most companies' net profit increased significantly. The LED market has warmed up and the leading enterprises have once again stepped up their production. The expansion of the arms production has continued. As the market economy continues to rise, the LED industry leaders are actively planning to expand production. Chip leader Sanan Optoelectronics has established a wholly-owned subsidiary and a wholly-owned subsidiary in Hong Kong and Japan to actively expand its business. Not long ago, Sanan said in a high-level conference call that Sanan Optoelectronics will start to launch new capacity at the rate of 10 MOCVD per month from August, and there will be new application incentives on the demand side. Sanan Optoelectronics said that in the next 1-2 years LED prices are stable. The Taiwan-based LED fab, Jingdian, is also actively increasing its production capacity, and the cross-strait capacity competition has started. In fact, since the beginning of this year, LED leading companies including Mulinsen, Guoxing Optoelectronics, and Hongli Zhihui have chosen to expand production to expand market share and respond to market demand. In addition to Sanan and Huacan in the field of chips, recently, the company also issued a notice saying that based on the actual demand for the expansion of the company's blue-green business, the company plans to set up a investment of RMB 30,000 million in its new district in Nanchang, Jiangxi Province. The wholly-owned subsidiary Jiangxi Ganzhao Photoelectric Co., Ltd. (hereinafter referred to as Jiangxi Dry Photo) is used to implement the project to promote the expansion. At the same time, based on the strategic planning considerations and development needs of the company's blue-green business expansion, the company plans to set up a wholly-owned subsidiary, Nanchang Ganhong Photoelectric Co., Ltd. (hereinafter referred to as Nanchang Dry Flood) with its own capital of RMB 10 million in Nanchang City, Jiangxi Province. ), the wholly-owned subsidiary has also completed the industrial and commercial registration procedures. Ganzhao Optoelectronics said that the company intends to establish a wholly-owned subsidiary to promote the blue-green expansion project. This investment is an important measure for the blue-green business and actively promotes the company's strategic implementation. enhancement. Judging from the current expansion plans of LED manufacturers, overseas manufacturers have insufficient power to expand production, and the main force for expansion is mainland Chinese manufacturers. Sanan Optoelectronics said that from a global point of view, Taiwanese manufacturers are reducing, Samsung, Philips and other factories have abandoned production through the OEM of Sanan Optoelectronics; although Huacan Optoelectronics has increased production plans, but with Sanan Optoelectronics products Distribution, model classification is different. In the future, industrial concentration will also be further improved. One week's news, the National Standardization Administration Committee issued two national standards for lighting. On July 31, 2017, the General Administration of Quality Supervision, Inspection and Quarantine and the National Standardization Administration issued the "National Standards of the People's Republic of China", "GB/T 34034-2017 for general lighting. 203 national standards and 10 foreign language versions of the national standard and other foreign language versions of "Lighting safety requirements for LED products" and "GB/T 34075-2017 LED lighting products for general lighting". According to the announcement requirements, the above two national standards for LED lighting products will be officially implemented on February 1, 2018. 4 million yuan! Alto Electronics subsidiary joint venture to form a PPP project company On August 3, Shenzhen Alto Electronics Co., Ltd. announced that the company's wholly-owned subsidiary Shenzhen Qianbaihui Lighting Engineering Co., Ltd. (hereinafter referred to as Qianbaihui) As a member of the consortium, he participated in the bidding for the urban lighting infrastructure construction and lighting tourism PPP project (hereinafter referred to as the project or PPP project) in Wuhai City, and successfully won the bid. According to the relevant laws and regulations of the project investment construction and the terms of the PPP project framework agreement, in order to ensure the smooth implementation of the PPP project, Qianbaihui and Shanghai Yaming Lighting Co., Ltd. (hereinafter referred to as Shanghai Yaming), Inner Mongolia Yellow River Pearl Culture Tourism Industry Investment Limited The responsible company (hereinafter referred to as Mingzhu Limited) signed a shareholder agreement to jointly establish a PPP project company Inner Mongolia Zhongji Smart City Construction Co., Ltd. (hereinafter referred to as the project company). Recently, the industrial and commercial registration of the project company has been completed and a business license has been obtained. According to the announcement, the proportion of investment by the project investor: Qianbaihui invested 4 million yuan, accounting for 40% of the project company; Shanghai Yaming invested 4 million yuan, accounting for 40% of the project company; Mingzhu limited investment of 2 million yuan, accounting for 2 million yuan 20% equity of the project company. OSRAM China President and CEO takes office OSRAM recently announced that Gunnar Eberhardt will serve as President and CEO of OSRAM China. The appointment will take effect on August 1, 2017. Gunnar Eberhardt is an experienced corporate executive with more than 15 years of experience in specialty lighting. Gunnar Eberhardt will serve as President and CEO of OSRAM China, further leading the company's corporate management, operations and business development in the Chinese market. Prior to this position, Gunnar Eberhardt served as CEO of OSRAM Specialty Lighting in OSRAM Asia Pacific. Prior to that, Gunnar Eberhardt was a senior director and regional head of the specialty lighting division, responsible for operations in Latin America, the Middle East and Africa. Gunnar Eberhardt joined Osram in 2002. During his subsequent career, he held various positions in the company's business and marketing departments and continued to be promoted. Ocean King changed coach! Zhou Mingjie was the new chairman and general manager. On the evening of August 2, Ocean King issued an announcement. The first meeting of the fourth board of directors of the company reviewed and approved the “Proposal on Election of the Chairman of the Fourth Board of Directors”. He agreed to elect Mr. Zhou Mingjie as the chairman of the fourth board of directors of the company for a term beginning from the date of deliberation and approval of the board of directors to the expiration of the current board of directors. At the same time, after nomination by the chairman of the board of directors and review by the nomination committee of the board of directors, it was decided to hire Mr. Zhou Mingjie as the general manager of the company for a term beginning from the date of deliberation and approval of the board of directors to the expiration of the current board of directors. In addition, after being nominated by the general manager of the company and reviewed by the Nomination Committee of the Board of Directors, it was decided to appoint Mr. Yang Zhijie and Ms. Chen Yan as the deputy general manager of the company for a term beginning from the date of deliberation and approval of the board of directors to the expiration of the current board of directors. Puri filed a patent infringement lawsuit against Everlight. As a leading developer and manufacturer of light-emitting diode (LED) lighting, it recently filed a countersuit against Everlight in the North District Court of California for compensation for past and present damages. It also requested to prohibit Yiguang from further selling related products in the United States. Puri advocates that the company's product line including 2835 and COB is infringing on the US patents US 6,869,812, US 8,567,988, US 8,256,929 and US 8,092,051. Puri has invested heavily in LED technology research and product development, forming Puri's intellectual property and protecting the patent portfolio of Puri products. The technology covers light extraction processes, thermal management and packaging technologies for the entire solid state lighting industry including chips, surface mounts, arrays and modular systems. Puri Chief Executive Tim Lester said that Puri is not a counterfeiter. We develop our own technology and are confident in the strength of our claims and the quality of intellectual property. We believe that the US judicial system can give the right answer. Infineon terminates planning for asset restructuring and resumes trading on August 2. It is reported that Infineon has suspended trading on June 5 due to major issues. On August 2, Infineon announced that the company will resume trading on August 2, 2017. According to the announcement, the company's restructuring is to acquire the entire equity of Nanjing Zhonggang Electric Power Co., Ltd. and Changzhou Chuanglian Power Technology Co., Ltd. in cash, and enhance the synergy with the company's existing main business to enhance the company. Profitability and market competitiveness. Huacan Optoelectronics suspends the purchase of Harmony Corelight Equity Review On the evening of July 31, Huacan Optoelectronics announced that the company decided to apply to the China Securities Regulatory Commission for the suspension of the issuance of shares to purchase Harmony Core (Yiwu) Optoelectronics Technology Co., Ltd. (hereinafter referred to as the company, Harmony) Optoelectronics) equity review. According to the announcement, Huacan Optoelectronics intends to purchase 100% equity of Harmony Optoelectronics held by New Sure Limited and Yiwu Harmony Corelight Equity Investment Partnership (Limited Partnership) by issuing shares to purchase assets, and Huacan Optoelectronics intends to not exceed 5 A specific investor who meets the conditions raises matching funds by way of inquiry, and the price of the issued shares of the shares purchased is 6.95 yuan/share. The company implemented the 2016 dividend on May 17, 2017, and sent 0.5 million yuan in cash for every 10 shares. The price of the assets purchased for the issuance of shares was adjusted to 6.90 yuan/share. The total amount of funds raised does not exceed 200 million yuan. The success of the fund raising of the matching funds does not affect the implementation of the assets purchased by the issuing shares. Advertising 2017 new weather, new model, new service, new business opportunity industry leader, Jiuzheng innovation, Jiuzheng live TV opened! The first broadcast off-site watch exceeded 5,000 people! Mobile phone can watch live! One-click can watch live and fēn xiǎng For more people! Training sessions, annual conferences, product launches, dealer conferences, group meetings, and all kinds of information you want to pass, can exceed the expected N times of real-time communication! Jiuzheng live TV busy! Live broadcast, video, interactive, need to make advance reservations! 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